Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,627 institutions that hold shares in the stock, with a total of 2.77 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,093
shares
|
$215,474
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
2,083
shares
|
$214,444
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
2,081
shares
|
$214,238
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
2,081
shares
|
$214,238
0.07% of portfolio
|
Q3 2025
Reduced 38.38%
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
2,080
shares
|
$214,136
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
2,074
shares
|
$213,518
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
2,069
shares
|
$213,003
0.03% of portfolio
|
Q3 2025
Reduced 34.94%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
2,068
shares
|
$212,900
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,063
shares
|
$212,385
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
2,061
shares
|
$212,179
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,058
shares
|
$211,871
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
2,051
shares
|
$211,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
2,049
shares
|
$210,944
0.07% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
2,043
shares
|
$210,326
0.05% of portfolio
|
Q3 2025
Reduced 57.09%
|
|
|
Ht Partners LLC
|
Jan 21, 2026 Q4 2025 |
2,042
shares
|
$210,223
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
2,042
shares
|
$210,223
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,041
shares
|
$210,120
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,034
shares
|
$209,400
0.06% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
2,030
shares
|
$208,988
0.05% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
2,026
shares
|
$208,576
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,026
shares
|
$208,576
0.05% of portfolio
|
Q2 2023
Reduced 3.34%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
2,025
shares
|
$208,473
0.02% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
2,024
shares
|
$208,370
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Olio Financial Planning
|
Jan 20, 2026 Q4 2025 |
2,022
shares
|
$208,164
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,022
shares
|
$208,164
0.05% of portfolio
|
Q3 2025
New holding
|
|